The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.
Fund filings (PDF) »
Thomas Luddy (Started: Feb 1, 2006)
Susan Bao (Started: Jan 1, 2001)
Aryeh Glatter (Started: Aug 1, 2012)
Giri Devulapally (Started: Jul 26, 2010)
Helge Skibeli (Started: Jul 30, 2009)
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